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Customized Online Investing Solution for our Chairman Circle’s Platinum Members

Customized Online Investing Solution for our Chairman Circle’s Platinum Members. The Solution. Allow your investors to make mutual fund transactions using the online platform Allow your investors to track their investments Enhances customers delight. Unique Application for your website.

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Customized Online Investing Solution for our Chairman Circle’s Platinum Members

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  1. Customized Online Investing Solutionfor ourChairman Circle’s Platinum Members

  2. The Solution • Allow your investors to make mutual fund transactions using the online platform • Allow your investors to track their investments • Enhances customers delight

  3. Unique Application for your website • Co Branded link on your website • All transactions mapped to your ARN

  4. Create a reference on your Website

  5. Redirect your customer to the Online Application Page Co branded with your name

  6. Features of Application

  7. Feature 1 : Track Your PortfolioGet an overview of your - current balance and - gain / loss at a total portfolio level folio and/or at individual folio or scheme level.

  8. Feature 2 : View Transaction History:Query &View all transactions ( purchase / redemption/ switch / dividend payout )by any type for any period of your choice.

  9. Feature 3: Make a Transaction:- Make a fresh purchase.- Redeem Units.- Switch Units. - Systematic Transfer Plan (STP) - Systematic Withdrawal Plan (SWP).

  10. Transaction Page

  11. Wide range of banks for Online Payment ( 19 banks)

  12. Feature 3: Analyze Scheme Performance:- Analyze performance using charting tools- Performance simulator

  13. Analyze Scheme Performance

  14. NAV History

  15. Dividend History

  16. Benchmark Performance

  17. Feature 5 : Manage My Account:- Add more folios, - Change your personal details

  18. Manage My Account

  19. Feature 7 : Set TriggersSet a Trigger and take action in line with market changes.

  20. Set a Trigger

  21. Instant Online Activation:Activating a Online account is simple & convenient.Follow four simple steps of:Step 1 : Online verification of folio number and email ID.Step 2 : Online Verification of account details.Step 3 : Set up secret question.Step 4 : Use the IPIN to activate the account.

  22. IPru Mobile:Now, track your investments and much more on your mobile.

  23. Thank You

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